クエリあたりのコスト削減とエヌビディア依存の低減を目指す推論プロセッサ
Nvidia (GPUs)
tracked under AI ▸ AI data centers · Courts ▸ Big Tech antitrust
Wafer-scale challenger posts $193m quarter, adds an AWS tie-up, after the largest semiconductor IPO ever
After Nvidia licensed its LPU IP and poached its founders, Groq re-staffs and bets on neocloud capacity
2026年度第3四半期（6月24日発表）、AIメモリーで過去最高収益。データセンター売上が約150%増、2026年通年のHBM生産能力はすでに予約済み
Four US fabs fully booked, second Arizona fab pulls 3nm tool-install into Q3 2026; full-year revenue guided up >30% on AI demand still outpacing supply
Nvidia ships Quantum-X Photonics, brings co-packaged optics to Ethernet in H2 2026; light replaces copper to wire million-GPU clusters at 3.5x the efficiency
The AGI CPU (136 Neoverse V3 cores, TSMC 3nm) marks Arm's move from pure IP to direct silicon; its open Chiplet System Architecture courts 60+ partners
A 560-page spec gives Ethernet InfiniBand-class RDMA and congestion control; the 2026 work item is Programmable Congestion Management
Seoul bilateral yields HBM4E samples and LP40 foundry talks; Tesla A16 to be built at Taylor, Texas; Samsung pins HBM5 comeback on an in-house 2nm base die
A draft registration lands a week after Anthropic's and days before SpaceX trades, the three could become the largest IPOs on record
Nighthawk validated in two independent studies; Quandela cuts QPU latency 5,000ms→30ms over NVQLink; QCi buys a packaging fab to commercialise photonic chips
Helios yields 94 logical qubits from 98 physical; Quantinuum accelerates fault-tolerance to 2030 and signs Mitsubishi; IonQ publishes a 'walking cat' blueprint
Jensen Huang confirms Samsung, SK Hynix and Micron passed HBM4 qual on June 5; SK Hynix holds ~60-70% of Rubin volume, 12-layer stacks priced above $600
Navitas joins Nvidia's MGX 800VDC push; SiC and GaN replace silicon to break the AI 'power wall', borrowing EV power architecture
After a year of bans and reversals, the US approved limited H200 sales, then Beijing told firms to pause and pushed Huawei instead
Up to $25bn with Amazon, a multi-gigawatt Google-TPU/Broadcom deal, and a monthly lease of xAI's Colossus 1 output
Linux Foundation ships OpenMDW-1.1 (Nvidia adopts for four model families); days later the G7 replaces the binary open/closed split with a spectrum
Data-center revenue ~$72.8bn; Vera Rubin ramps to full production by fall; guidance assumes zero China data-center compute, and the stock still slid
Native state-of-the-art computer use, 1M-token context and Codex on Nvidia infra push agentic workflows mainstream
SoftBank, Nvidia and Amazon lead one of the largest private raises ever; APIs now clear 15bn tokens/minute
NVLink licensed to third-party CPUs and accelerators (MediaTek, Marvell, Astera, Lightmatter); a $2B Marvell stake reads as a toll booth, not an investment
Arc Institute's 40B-parameter DNA foundation model predicts disease mutations and designs bacterial-scale genomes, the design-tool side of the biosecurity debate
Jensen Huang says orders are in and manufacturing is 'restarting'; BIS revised the license policy, but as of mid-2026 only a small number of H200s have actually shipped
Amazon ~$200bn, Microsoft ~$190bn, Alphabet $175–185bn, Meta $125–145bn, a combined AI buildout larger than most national budgets, with component inflation now a line item
Nvidia, Cisco, QIA and MGX back the Colossus compute build; xAI then leases Colossus 1 output to Anthropic
Nvidia invests in OpenAI; OpenAI commits to Oracle clouds; Oracle buys Nvidia chips, a self-referential money wheel as Oracle/Microsoft CDS spreads roughly double
Two Fairwater sites stitched by a dedicated AI wide-area network train one model in tandem, hundreds of thousands of Nvidia GB200/GB300 GPUs, 140kW racks, no UPS or gen-sets
First 1GW of Instinct MI450 deploys 2H 2026; the Helios rack targets ~3 AI exaflops with 72 MI455X accelerators, AMD's bid to break Nvidia's data-center grip
The 1.2GW Texas campus runs on Oracle Cloud with first GB200 racks delivered; Crusoe's $1.38bn Series E funds the expansion as SoftBank completes its $41bn into OpenAI